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Download Tax Profit and Loss report from Upstox

by | Jun 28, 2024 | Income Tax | 0 comments

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Important Keyword: F&O Trading, ITR-3, P&L Statement, Trading Income.

Download Tax Profit and Loss report from Upstox

Upstox provides an option to download your Profit and Loss (P&L) Report online, which is crucial for calculating income tax on trading profits. This report, similar to a Tax P&L statement, is essential for tax purposes. Traders also receive a “Trading Statement,” listing all transactions made across various segments over a specific period. This statement includes details such as:

  • Date
  • Time
  • Script Name
  • Purchase Price
  • Sale Price
  • Segment
  • Quantity

These details help determine the tax liability.

Steps to download Tax Profit and Loss report from Upstox

Follow these steps to download your Upstox Tax P&L

  1. Visit Upstox
  2. Login with your Upstox credentials
    Enter the registered mobile number, OTP and 6-digit PIN

  3. Navigate to your Profile icon
    Click on Reports & Corporate Actions

  4. Navigate to Reports
    Click on Profit and Loss

  5. Navigate to Tax
    Select the Financial Year and click on Download report

  6. An Excel sheet will be downloaded into your system
    You can access this file from “downloads” on your PC

Read More: Download Contract Note for Traders from Zerodha

Web Stories: Download Contract Note for Traders from Zerodha

Official Income Tax Return filing website: https://incometaxindia.gov.in/

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